Institutional Ownership Ishares Tr Ibonds Dec 2028 Ter (IBDT)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBDT). We have compiled data on the 368 institutions that hold shares in the stock, with a total of 86.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
152,044
shares
|
$3.86 Million
0.33% of portfolio
|
Q4 2024
Added 35.16%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
151,801
shares
|
$3.85 Million
0.6% of portfolio
|
Q2 2025
Added 26.77%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
151,321
shares
|
$3.84 Million
1.07% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
146,325
shares
|
$3.71 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
145,276
shares
|
$3.69 Million
0.79% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
143,037
shares
|
$3.63 Million
0.68% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
142,335
shares
|
$3.61 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
142,121
shares
|
$3.61 Million
0.01% of portfolio
|
Q1 2025
Added 35.84%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
138,788
shares
|
$3.52 Million
1.99% of portfolio
|
Q4 2022
Added 1175.39%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
138,690
shares
|
$3.52 Million
0.02% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
137,937
shares
|
$3.5 Million
0.98% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
137,281
shares
|
$3.48 Million
0.56% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
136,100
shares
|
$3.45 Million
0.3% of portfolio
|
Q2 2025
Added 86.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
135,326
shares
|
$3.43 Million
0.01% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
133,386
shares
|
$3.38 Million
0.23% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
133,375
shares
|
$3.38 Million
0.9% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
132,559
shares
|
$3.36 Million
0.74% of portfolio
|
Q1 2025
Added 36.93%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
132,472
shares
|
$3.36 Million
2.38% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
131,021
shares
|
$3.32 Million
1.4% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
130,721
shares
|
$3.32 Million
0.13% of portfolio
|
Q2 2025
Reduced 22.96%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
127,826
shares
|
$3.24 Million
1.57% of portfolio
|
Q2 2025
Added 42.5%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
125,371
shares
|
$3.18 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
125,334
shares
|
$3.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
123,837
shares
|
$3.14 Million
0.62% of portfolio
|
Q1 2025
Added 84.65%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
123,330
shares
|
$3.13 Million
2.35% of portfolio
|
Q2 2024
Added 16.14%
|